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Credit Markets
548 posts
Will Corporate Credits Crack as Growth Slows?
by Susan Hutman, Director—Investment Grade Corporate Credit Research,Will Smith, CFA, Director—US High Yield, Robert Hopper, Director—Corporate Credit and…
Want to De-Risk? Look to High Yield
by Will Smith, CFA, Director—US High Yield & Gershon M. Distenfeld, CFA, Co-Head—Fixed Income; Director—Credit, AllianceBernstein Looking for…
Marko Kolanovic: Add Risk to Credit
Copyright © J.P. Morgan
4 Reasons to Be Cautious With High-Yield Bonds
by Collin Martin, Schwab Center for Financial Research We are growing more cautious with high-yield bonds. While the…
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
Bond market outlook: Seek balance amid mixed signals
by Ritchie Tuazon, Damien McCann, & Courtney Wolf, Fixed Income Portfolio Managers, Capital Group The U.S. economy has…
Fixed-Income Opportunities in 2022 – The Outlook for Income
by Matthew Sheridan, CFA, Portfolio Manager—Global Multi-Sector, AllianceBernstein So, when you think about the end of 2021, and…
Tremors in Credit and Currency Markets
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman November’s modest uptick in volatility, driven by…
The Epitome of Financial Repression in Two Charts
By Bryce Coward, CFA, Knowledge Leaders Capital By now investors are quite aware of the consequences of financial…
22 DoubleLine's Jeffrey Sherman on Where We Are and Where to Invest
Listen on The Move Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on…
Phil Mesman: Event-Driven Credit Investing
Phil Mesman, lead fixed income portfolio manager at Picton Mahoney Asset Management sits down with Pierre Daillie to…
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
The Preferred Option
by David Lyon, Co-Head of Private Credit, Neuberger Berman How tailored solutions deploying preferred stock can help private…
